Holbrook Wealth Advisors
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
2777 Summer St Ste 502, Stamford, Connec...Phone Number
(203) 658-8950Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Holbrook Wealth Advisors
Holbrook Wealth Advisors specializes in providing customized financial plans tailored for professionals and successful business owners and their families. They focus on helping clients navigate through various life phases by designing strategies that align with their unique goals, maximize savings, and manage assets. The firm offers personalized services including free portfolio risk analysis and financial guidance. Their commitment to client education is evident through resources like market news and frequently asked questions.Explore more
Holbrook Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Holbrook Wealth Advisors
<$5M
1-10
Private
-
2019
AA
Adrienne AlexanderDirector, Financial Planning Services
Company Profile Activity
Activity Insights
Holbrook Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Holbrook Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holbrook Wealth Advisors.
Holbrook Wealth Advisors Tech Stack
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Frequently Asked Questions Regarding Holbrook Wealth Advisors
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Holbrook Wealth Advisors specializes in providing customized financial plans tailored for professionals and successful business owners and their families. They focus on helping clients navigate through various life phases by designing strategies that align with their unique goals, maximize savings, and manage assets. The firm offers personalized se... Read More
